Case Studies

I provide business strategy and technology support for your largest initiatives. The below case studies represent my most recent work.

Stephen Reed 3/31/24 Stephen Reed 3/31/24

CRM Data Model Assessment

Evaluate the CRM data architecture to identify growth opportunities for the company.

Stephen Reed 12/9/23 Stephen Reed 12/9/23

Redesign Clienteling processes and technology to catapult retail sales and drive campaign effectiveness.

Stephen Reed 12/13/21 Stephen Reed 12/13/21

Define a 5-year strategy to transform retail into a seamless omnichannel experience.

Stephen Reed 11/16/21 Stephen Reed 11/16/21

Migrate from legacy CRM to Salesforce to enable rapid clienteling and client care expansion.

Stephen Reed 11/14/21 Stephen Reed 11/14/21

Improve the client experience and increase conversion with appointment and queue management capabilities.